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Defense Modernization

Defense modernization covers the rearmament and technology refresh underway as governments raise military budgets and restock depleted inventories. Contracts are long, funded, and relatively insensitive to the economic cycle.

163 stocks

Defense Tech & C4ISR Drones & Counter-Drone Military Shipbuilding Munitions Restocking

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2076	BC Barnett & Company Chattanooga, Tennessee	$949K	+$973K	2	0.52%	New
2077	MAM Marquette Asset Management Minneapolis, Minnesota	$940K	+$928K	3	0.46%	New
2078	AFC AFT Forsyth & Company West Palm Beach, Florida	$917K	+$901K	5	1.31%	New
2079	FA FCG Advisors Chatham, New Jersey	$912K	+$909K	1	0.74%	New
2080	BWP BSW Wealth Partners Boulder, Colorado	$908K	+$905K	1	0.8%	New
2081	MCF Advisors Covington, Kentucky	$901K	+$741K	4	0.54%	New
2082	Hills Bank & Trust North Liberty, Iowa	$900K	+$896K	1	0.47%	New
2083	AM Account Management Boxford, Massachusetts	$891K	+$915K	1	0.93%	New
2084	GC Gruss & Co West Palm Beach, Florida	$879K	+$771K	1	1.11%	New
2085	LIA LBMC Investment Advisors Brentwood, Tennessee	$872K	+$823K	2	0.3%	New
2086	RAM Ramsey Asset Management Reston, Virginia	$866K	+$863K	1	1.3%	New
2087	NIM NuWave Investment Management Parsippany, New Jersey	$861K	+$829K	8	0.94%	New
2088	SAM Summit Asset Management Memphis, Tennessee	$861K	+$858K	1	0.83%	New
2089	SFM Signature Financial Management Norfolk, Virginia	$849K	+$844K	1	0.58%	New
2090	IWC Integrated Wealth Counsel Carmel, California	$843K	+$841K	4	0.61%	New
2091	HCM Horrell Capital Management Little Rock, Arkansas	$841K	+$801K	7	0.48%	New
2092	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$839K	+$841K	2	0.22%	New
2093	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$835K	+$815K	2	0.8%	New
2094	ESBC E.S. Barr & Co Lexington, Kentucky	$834K	+$843K	1	0.12%	New
2095	PAG Pinnacle Advisory Group Columbia, Maryland	$831K	+$834K	2	0.11%	New
2096	JCM JD Capital Management Darien, Connecticut	$822K	+$819K	1	0.06%	New
2097	MC MRJ Capital New York	$819K	+$770K	2	0.59%	New
2098	NCA NCM Capital Advisers Durham, North Carolina	$818K	+$773K	1	0.77%	New
2099	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$816K	+$813K	1	0.2%	New
2100	TIM Tortoise Investment Management White Plains, New York	$809K	+$771K	7	0.53%	New